Elite Private Client Account Executive - High-Net-Worth

The Jonus Group; Hauppauge (NY); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Sign-On Bonus

Health, Dental, Vision & LifeInsurance

Agency Growth Bonuses (Quarterly & Ann

AAA membership

In-house gym membership

Job summary

The Jonus Group in New York is seeking an experienced Premier Private Client Account Executive to join our in-office team. You will quote and bind new business, conduct renewal reviews for client retention, and deliver exceptional service to high-net-worth clients in a fast-paced environment.

The ideal candidate has deep policy and product knowledge across top carriers and will work closely with the agency principal to grow and protect a premium book of business.

Qualifications

• 5+ years of high-net-worth personal lines experience with $50K+ premium.
• Active Property & Casualty Insurance License in good standing.
• Experience with leading high-net-worth carriers such as Chubb, AIG, PURE, Cincinnati, Berkley One.
• Strong communication, client guidance, and professional presentation skills.

Responsibilities

• Manage and service a high-net-worth book of business over $50K premium.
• Prepare new business and renewal submissions including marketing and binder processes.
• Create applications, binders, coverage summaries, and client certificates.
• Conduct high-level client renewal reviews and ensure policy compliance.
• Stay current on industry trends and provide excellent client service.
• Support agency team objectives and back up other Account Managers as needed.

Skills

High-net-worth client service

Communication skills

Presentation skills

Problem-solving

Organization & planning

Team collaboration

Adaptability

Tools

MS Office

Scribe

Job description

The Jonus Group in New York is seeking an experienced Premier Private Client Account Executive to join our in-office team. You will quote and bind new business, conduct renewal reviews for client retention, and deliver exceptional service to high-net-worth clients in a fast-paced environment.

The ideal candidate has deep policy and product knowledge across top carriers and will work closely with the agency principal to grow and protect a premium book of business.